Investment Q&A

Q: What ETF's are available to a Canadian RRSP investor that are not subject to a US withholding tax on the US market holdings within that ETF? The added cost of HXS makes it virtually equal to ZSP with the US tax withheld so anything other than HXS. Thanks.

Q: In recent questions, you have recommended VEE as a Canadian emerging markets ETF. In the past, you often recommended ZEM. Is this observation correct? If it is correct, why do you now prefer VEE to ZEM?

For a TFSA account, would you still prefer VEE to ZEM? If I am reading the company information correctly, ZEM appears to be more tax efficient and has had a higher return over the last 5 years.

Your advice is most appreciated. Thank you.

Q: Thanks for the presentations at the Canadian Fin. Summit.

My question is regarding taxation of ETF's. I'd like to know if I understood correctly. I have VWO, GDXJ and ZID all in my RRSP (USD and CAD accounts respectively). Are you advising that they should be moved to non-registered accounts?

Q: I hold TD and RY in my portfolio and I am considering adding another Canadian bank. I have narrowed my search to BNS and National. Can I have your thoughts on both and which one you prefer at this time. Thank You.

Q: Why has trading been halted (Doc) for two day. The new cfo news is out there? Do you still like Doc are they a takeover candidate?
Are ptq and vmd take over candidates?

Q: DOC was halted all day yesterday. The news of the financing is now out. Why is it still not trading?

Q: Good day!

I've noticed a trend with respect to your recommendations for RESP ETF holdings with a longer timeframe (10-15yrs). You seem to like VGRO +/- IWO. I'm looking for growth and can tolerate risk. Currency doesn't matter.

VGRO has a 19.9% weighing of bond ETF's and the rest are a combination of other vanguard ETF's. In looking at performance since its inception, it lags behind IWO which often lags behind the S&P 500 ETFs. From a non-expert viewpoint it would seem that a combination of large and mid cap US/CAN ETF's would achieve similar purpose and improve returns by eliminating the bond component.

1. What am I missing re VGRO? is it that the bond component satisfies the usual 80/20 combination as an all-in-one and is simply easy?

2. If you were to improve the 'all-in-one' VGRO using a combination of ETF's, which US/CAN growth/index ETF's would you assemble to eliminate the bond component? Perhaps a combination of XIC, VFV/ZSP/VOO, VTI, VUG, ZQQ or others you think work better?

3. Out of the S&P 500 ETF's, do you have a preference between ZSP or VFV? Is there an advantage to holding the US listed SPY, IVV or VOO vs the Canadian-listed? and if so, which do you prefer?

4. If you were to devote 25% of the RESP to high potential equities, which would you choose?

Thanks!

Q: What is your opinion of Aptose Biosciences? It seems to be getting noticed by analysts. Thanks very much

Q: Hi Peter and Team,

Can you please provide your thoughts on investing in Zebra today?

Thanks,

Marc

Q: Looking to Mr. Buffett's behaviour in the past, he seems to be investing in whole industries, like airlines and most recently with the Japanese trading houses.

Do you think taking a similar strategy works in select Canadian industries as well?

For example:
Buy and hold all the Big 5 Canadian Banks (BMO, BNS, TD, RBC, CM)
Buy and hold all Major Grocers (Empire, Metro, Loblaw)
Buy and hold all Major Telecoms (Rogers, Telus, BCE)

Or do you think there's a better way to mimic this through an ETF?

Q: Brookfield Global Infrastructure is yielding a very nice dividend. Do you think the dividend might be cut? Why is the price so low ?

Q: is it possible to find out the ratio of buyers to sellers at anytime in the market as a broad based market or within certain sectors?

Q: What are your thoughts on IRM?
It seems like a stable recurring and loyal customber-based business and they are branching out into data centre businesses as well with their reputation for records management.
Interestingly I note an 18-20% short interest - could this lead to an asymmetric upside potential if their business improved due to a short-covering rally?
I do love the dividend as well and hope it's sustainable.

Q: Could I please get your view on NWH.UN. Is the dividend some what safe?

Q: What are your thoughts in EDT? The share price keeps falling with low volumes even though they have got two FDA approvals in last 6 months and more are expected.

Also can you please comment on whether ELMD, CVLBD, ATGN and CXDO are good to hold as long term investments.

Q: Can I get your thoughts on the valuation of the healthcare industry? Could you provide a few picks on dividend paying healthcare stocks?

Thanks,

Joe

Q: I would like your view on ZUT please.

Q: Hi Peter
for a TFSA account, would Bep.un be preferred to Bep.ca ?
I am going to start a partial position

In a RRSP account, which one would you prefer ?
I got some shares of Bepc from a spin out from the Bep.un in the RRSp
should I leave it as it is or which one do you prefer; if a switch is needed for
long term hold

thanks
I am retired

Michael

Q: Hi 5i team,
Rogers and Altice are back again with a higher offer for CGO and CCA. The Audet family, who hold the controlling interests, have rejected it again and have stated that this is not a negotiating ploy. The revised offer will be submitted to the Boards of CCA and CGO. What in your view typically happens in hostile bids with a controlling shareholder? Does the controlling shareholder really control how these events unfold or do the minority shareholders start applying pressure to start negotiating and then it becomes merely a matter of price?
Thanks for the insight.
Dave

Q: Could you please compare these two.
Which one you prefer today?

Thanks,
Milan